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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,278 | $138,102-75.9% | $125,381-73.5% | $134,532-75.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -105.87% | 750.73%-856.6pp | 572.31%-678.2pp | 418.27%-524.1pp |
| Employer contribution / active EE | $11,420 | $5,245+117.7% | $4,815+137.2% | $4,741+140.9% |
| Participant deferral / active EE | $22,198 | $7,801+184.6% | $7,448+198.1% | $6,401+246.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |